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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
451
WFA of San Diego
California
-$49K -13,329 Closed
BRWM
452
B. Riley Wealth Management
Tennessee
-$51K -11,677 Closed
GVAG
453
Great Valley Advisor Group
Delaware
-$45K -10,325 Closed
WP
454
WealthSource Partners
California
-$45K -10,274 Closed
PFO
455
Pathstone Family Office
New Jersey
-$32K -7,500 Closed
SF
456
Synovus Financial
Georgia
-$24K -5,500 Closed
RWB
457
RMR Wealth Builders
New Jersey
-$23K -5,127 Closed
BL
458
Balentine LLC
Georgia
-$10K -2,335 Closed
1W
459
1776 Wealth
Georgia
-$8K -2,000 Closed
TI
460
tru Independence
Oregon
-$7K -1,514 Closed
GWMIA
461
Global Wealth Management Investment Advisory
Florida
-$6K -1,430 Closed
AWM
462
Apollon Wealth Management
South Carolina
-$5K -1,236 Closed
PCIA
463
Prime Capital Investment Advisors
Kansas
-$4K -1,020 Closed
HS
464
Horan Securities
United States
-$4K -1,000 Closed
SCA
465
Stonebridge Capital Advisors
Minnesota
-$4K -931 Closed
HPC
466
HM Payson & Co
Maine
-$2K -500 Closed
ClearBridge Investments
467
ClearBridge Investments
New York
-$2K -494 Closed
THWM
468
Taylor Hoffman Wealth Management
Virginia
-$2K -428 Closed
FWM
469
Focused Wealth Management
New York
-$1.8K -400 -88%
WFMPM
470
Woodley Farra Manion Portfolio Management
Indiana
-$1K -150 Closed
ACA
471
Atlas Capital Advisors
Wyoming
-$330 -75 Closed
BWM
472
BerganKDV Wealth Management
Minnesota
-$261 -58 -37%
TC
473
Trust Company
Kansas
-$1K -55 Closed
BC
474
Bartlett & Co
Ohio
+$9 +2 New
PS
475
Planned Solutions
California
+$45 +10 New